Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,777 | $175,231-51.6% | $149,696-43.4% | $139,466-39.2% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 20.03% | 166.77%-146.7pp | 134.46%-114.4pp | 373.66%-353.6pp |
| Employer contribution / active EE | $883 | $5,478-83.9% | $4,821-81.7% | $4,754-81.4% |
| Participant deferral / active EE | $1,930 | $6,521-70.4% | $5,682-66.0% | $6,712-71.2% |
| Admin fee / account holder | $3,786 | $16,155-76.6% | $13,212-71.3% | $11,409-66.8% |